Update shared on 18 Nov 2025
Fair value Decreased 1.18%Analysts have lowered their price target for QBE Insurance Group from $23.22 to $22.95. They cite expectations of slightly softer revenue growth and a minor adjustment to profit margin forecasts.
What's in the News
- Chris Killourhy has been appointed as Group Chief Financial Officer, effective January 1, 2026, pending regulatory approvals. Killourhy brings nearly 25 years of industry experience and has served in multiple senior roles across QBE's global operations. (Key Developments)
- Inder Singh, the current Chief Financial Officer, has resigned to pursue a CFO position outside the insurance sector and will remain at QBE to support a smooth transition. (Key Developments)
Valuation Changes
- Consensus analyst price target has decreased slightly from A$23.22 to A$22.95.
- The discount rate has risen modestly from 6.48% to 6.67%.
- The revenue growth forecast has declined from -3.58% to -3.95%.
- Net profit margin expectation has eased marginally from 9.34% to 9.30%.
- The future P/E ratio is nearly unchanged, moving from 14.41x to 14.41x.
Disclaimer
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